3,460 hedge funds and large institutions have $217B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,523 increasing their positions, 1,403 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,460
Holders Change
-55
Holders Change %
-1.56%
% of All Funds
50.04%
Holding in Top 10
112
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-41.36%
% of All Funds
1.62%
New
145
Increased
1,523
Reduced
1,403
Closed
159
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
DSA
2951
Droms Strauss Advisors
Missouri
$323K
SC
2952
Schubert & Co
Texas
$323K +$2.04K +18 +0.6%
LCM
2953
Lazari Capital Management
California
$322K +$10.4K +92 +3%
WC
2954
Waterloo Capital
Texas
$321K -$36.3K -320 -10%
GCA
2955
Guardian Capital Advisors
Ontario, Canada
$321K
MCA
2956
Maryland Capital Advisors
Maryland
$320K
WAC
2957
William Allan Corp
Colorado
$320K -$681 -6 -0.2%
OLVIG
2958
Oliver Lagore Vanvalin Investment Group
Michigan
$320K
LAM
2959
Lewis Asset Management
California
$320K +$72.8K +641 +29%
CG
2960
CFO4Life Group
Texas
$319K -$8.52K -75 -3%
BBW
2961
Blue Barn Wealth
Utah
$319K -$3.29K -29 -1%
AWA
2962
Amplius Wealth Advisors
Pennsylvania
$319K -$11.6K -102 -4%
SSWM
2963
Strait & Sound Wealth Management
California
$319K -$22.1K -195 -6%
HCM
2964
Harvey Capital Management
Florida
$318K
DCM
2965
Davis Capital Management
Florida
$318K +$43K +379 +16%
PMFA
2966
Plante Moran Financial Advisors
Michigan
$317K -$1.3M -11,487 -80%
BSAM
2967
Blue Square Asset Management
New York
$317K -$9.09K -80 -3%
OC
2968
Oarsman Capital
Wisconsin
$316K +$32.5K +286 +11%
HWM
2969
Hohimer Wealth Management
Washington
$316K
WSWA
2970
Warren Street Wealth Advisors
California
$316K -$12K -106 -4%
BIA
2971
Bell Investment Advisors
California
$314K -$5.11K -45 -2%
FWP
2972
Falcon Wealth Planning
California
$314K +$22K +194 +8%
PWM
2973
Penobscot Wealth Management
Maine
$314K +$27K +237 +9%
PA
2974
PSI Advisors
Florida
$314K +$681 +6 +0.2%
ACM
2975
Andina Capital Management
Utah
$313K -$1.7K -15 -0.5%